Review and Rebalancing


The key to successful long term gains in the capital markets is discipline of reviewing and rebalancing portfolio’s periodically or whenever the market conditions demand.

At Artha Yantra, we imbibe both of them into the client engagement process. Reviews of the portfolio or the entire plans happen on a quarterly basis. As part of the review, client spends around an hour every quarter with the relationship manager and the market specialist from the Chief Investment Office (CIO). Multiple aspects of the market and its impact on the future of the customer are discussed during this meeting.

Rebalancing of portfolio is one of the most important aspects of any investments. It is also one of the more ignored aspects of Investments. Artha Yantra uses advanced mathematical models to identify when to rebalance a portfolio. Portfolio Rebalancing is performed based on multiple parameters including market conditions, cost of transactions, tax implications etc.

About Us

ArthaYantra is an online financial planning firm dedicated to make unbiased, holistic and high quality financial advice accessible to everyone in India.

The financial advice offered by ArthaYantra connects all aspects of financial planning and helps individuals take holistic and merit based financial decisions to achieve their life goals.

Arthos is a patented online financial planning platform that replaces traditional human financial advisor and provides holistic advice instantly.

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Contact Details

India Office

Plot #319, Second Floor,
Ayyappa Society, Madhapur,
Hyderabad - 500081, AP, India
Phone: +91 -(40)- 40247106

US Office

WFA Global Investments
100 Park Ave, 16th Floor
New York, NY 10017
Phone:+1 -(646)-340-4751